Mobileye — Third Quarter 2026 Earnings Summary

Mobileye reported third-quarter 2026 revenue of $492 million, a 2% decline from the prior year, driven by lower average system prices and reduced Supervision volumes. Despite the revenue decrease, the company improved its operating loss by 25% year-over-year to $82 million and adjusted operating income by 20% to $89 million, benefiting significantly from an Israeli R&D Law incentive grant. Full-year 2026 revenue guidance was raised to a range of $1,995 million to $2,020 million, reflecting higher-than-expected SuperVision deliveries. The company also highlighted robust demand for its EyeQ solutions, with shipments up 11% in the first nine months of 2026, and continued progress in robotaxi commercialization and vertically integrated mobility services.